In this article:
Complete & Approve a Job
Approved is the final stage of the Job workflow. Approve a Job once all work is done and all billable Items and job costs have been added, so it's ready to invoice.
From the Job's page, open up the Job to view the Job details.
Click the Complete button on the left.
On the Completed Work for Visit page, if necessary, add or remove tags, verify billables & actuals, view details about expenses and labor, add weather information and attach completed Job photos. (See video below for more details about these tabs)
⚠️ Expense Items can't be added at Job creation. They can only be added on completion or to a Purchase Order. If an expense Item is marked reimbursable, adding it creates a Purchase Order and syncs to QuickBooks as a bill.
When finished, click Complete
On the Job page click Approve. This Job is now in the Approved stage. All invoices and payments have now been synced to QuickBooks.
⚠️ By default, Per Visit invoices (One-Off Jobs and Recurring Jobs using Per Visit invoicing) sync to QuickBooks when the Job or Visit is Approved. If the "Auto-sync invoices and payments to QB?" setting is on, they sync when the first payment is applied instead. Fixed, CMB, and RUP invoices sync when the invoice is created, not at approval. See Syncing Between SingleOps & QuickBooks for details.
🎥 Complete & Approve a Job Video
*Note: Some of the content in this video may reflect a previous version of SingleOps. For a more accurate guide, please refer to the steps listed above.